Digital Data Capture

Digitize and optimize your data capture processes with better, faster and guided web forms.

Digital Data Capture - Xpertdoc Smart Forms

Web-based, Dynamic Digital Data Capture

Xpertdoc Forms are responsive, web-based or embedded data capture forms that enable your customers to easily enter and submit their information electronically, through a better, faster, paperless, and guided process. By exchanging manual, paper-based and error-prone processes for a digital version, you benefit from lowered resource costs, improved internal efficiencies and memorable customer experience.

Xpertdoc Forms

Features to Optimize Your Processes

With robust features that create a better experience for your users and customers, Xpertdoc’s Forms enable your organization to complete data capture processes quickly and efficiently, all while improving quality and accuracy.

Xpertdoc Smart Forms - Configurable Forms

Configurable Web Forms

Configurable functions include data fields, checkboxes, dropdown menus, date pickers, and sub-forms. Fields and options can be tagged as mandatory and be accompanied by dynamic in-process guidance to simplify form completion.

Advanced Business Rules

Logic-based business rules can be configured to control information presentment; relevant options are displayed based on input provided by customers, reducing confusion and improving experience.

Xpertdoc Smart Forms - Business Rules
Xpertdoc Smart Forms - Data Sources

Dynamic Data Sources

Dynamic lists of data pulled from enterprise core systems can be linked to dropdown menus embedded in Xpertdoc Forms, ensuring accurate information like products, pricing, options, etc. is displayed.

Dynamic Data Capture

Captured information can be directly fed into enterprise core systems – Microsoft Dynamics 365, Common Data Service, CRM, ERP, CPQ, ECM, and more. Pre-filled fields pull input stored in these connected systems to accelerate data entry and eliminate errors.

Xpertdoc Smart Forms - Data Capture
Xpertdoc Smart Forms - eSignature

Integrated e-Signature

With built-in e-signature, capturing legally-binding electronic signatures can be done in minutes, from any connected computer or mobile device.

Intuitive, Responsive Design

Featuring an intuitive design interface and drag and drop capability, Xpertdoc Forms can be built, configured and tailored quickly and easily. Developed in HTML5, the forms are responsive and can be accessed with a computer or mobile device in a consistent experience.

Xpertdoc Smart Forms - Intuitive Design

Useful Resources on Digital Data Capture

How to Efficiently Capture Customer Data Through Digital Forms

Getting Smart with Xpertdoc “Smart” Forms and Document Automation

GroupHEALTH Boosts Optional Coverage Sales with Xpertdoc Forms

Ready to Leverage the Power of Xpertdoc's Document Automation Solutions?​

Contact us today to schedule a demo or to get a free trial.